What True Wealth Means to Me
Published by Mark Lookabill, Wealth Advisor I was reminded this past week of what really embodies “True Wealth.”
Are Your Customers Ready to “Brexit”?
Published by Ron Carson The U.K.’s dramatic vote to leave the EU was a powerful signal to every business leader: If you are not providing value beyond a doubt, you’re in trouble.
Using Rationale While Investing
Published by Jake Bleicher and the Carson Wealth Investment Committee A strategic wealth management plan often focuses on investment allocation. Empirical evidence suggests that asset allocation explains 91.5% of return variation over time (Brinson, Singer & Beebower 1991). By that logi …
Passive vs. Active Investing
Published by Rob Furlong One of the biggest debates in the investment world right now is the question of whether investors are better served by active or passive approaches. Each camp makes passionate arguments for their side, but for now passive investing is winning the battle by gathering …
Your Financial Diagnosis
For many, logic says, “I need help with my finances, so I’ll hire a financial advisor.” I believe this is why there are various financial advisors that set up shop in convenient areas and make it very easy to open up investment accounts.
What True Wealth Means to Me
I feel wealthiest when I’m surrounded by my loved ones and dear friends; those who have shared laughter and tears, joys and sorrows, successes and failures. The ones who I can see every day or never at all, but still feel like we share a life.
Opportunity Through Insight
People’s opinion of a company’s future potential is a key factor upon which the stock market is built. Therefore, as an analyst, it is important to not only understand the fundamentals and the strategy of companies in which you are looking to invest,
Time, Talent and Treasure; Giving Thanks!
Published by Mark Petersen I saw a report on the morning news about how an iPhone changed the life of a boy with Spina Bifida. Typing into the phone he is able to communicate his thoughts for the first time. This coming on the heels of the Second Terrorist attack in Paris, France in less …
Life Balance: Does it Really Exist?
Published by Teresa Milner I have so much to do today – I’m so busy – if I multitask, I can get it all done – hmmmmmmm, I need to be at 2 functions tonight at the same time – the school just called and my daughter is sick, ugh…. How can I get all my …
Are You Asking the Right Questions?
As investment analysts we always need to be aware of the current market environment and its impact on companies in our coverage lists. At times these factors can be easy to spot; however, this is not always the case.
